| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 665,595 | 5,258,000 | 97.63% | ||
| 2 | Vision Capital Management, Inc. | 13,300 | 105,000 | 1.95% | ||
| 3 | Estabrook Capital Management | 2,000 | 15,800 | 0.29% | ||
| 4 | Patten Group, Inc. | 807 | 7,000 | 0.13% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
